Caleb Snider was born and raised in the small town of Rural Retreat in Southwest Virginia. He earned his bachelor’s in business administration with a double major in Economics and Finance from Marshall University, graduating in 2019. In 2020, he moved to the Valley after marrying his wife, Jordan. The two live in Dayton with their dog, Belle. Caleb began working in wealth management in 2020, serving as a financial advisor since early 2024. He’s passionate about serving and educating others to help them reach their personal and financial goals.
Caleb’s primary focus in life is pointing others to Christ and is very involved as a member of Crosslink Community Church, serving on their worship band and leading a weekly Young Adults small group with his wife. He also has several hobbies that keep him plenty busy – from golf, hunting, scuba diving, and mountain biking, you can generally find him outdoors.
Caleb can assist you with:
- Preparing for meetings and following up on action items.
- Helping you understand your investment and planning options.
- Preparing for meetings and ensuring follow-up items are completed promptly.
- Handling paperwork, account updates, and service requests.
- Answering day-to-day questions and managing service requests.
- Working closely with your lead advisor to ensure your plan stays on track.